Endeavor Advisors LLC

Transparency. Always.

Building trust and transparency is at the heart of every strong financial planner-client relationship. That’s why we’ve made our fees clear and easy to find—no fine print, no surprises.

OUR PRICING PHILOSOPHY

Your Goals First

We believe your financial success should guide everything we do, including how we structure our fees. That’s why we’ve developed a tiered pricing model that adapts to your needs—whether you’re starting out or managing generational wealth. This approach ensures we’re always focused on delivering the support and value that matter most to you.

How Fees Are Calculated

Our annual fees are based on two main factors: the complexity of your financial situation and the total value of the assets we manage on your behalf.

For Your Unique Needs

We align our pricing aligns with the time, expertise, and resources required to support your financial goals—whether they’re straightforward or more complex.

Commitment to Fairness

By aligning fees with your unique circumstances, we provide a transparent and fair pricing structure that delivers real value tailored to you.

How Fees Are Calculated

Our annual fees are based on two main factors: the complexity of your financial situation and the total value of the assets we manage on your behalf.

For Your Unique Needs

We align our pricing aligns with the time, expertise, and resources required to support your financial goals—whether they’re straightforward or more complex.

Commitment to Fairness

By aligning fees with your unique circumstances, we provide a transparent and fair pricing structure that delivers real value tailored to you.

OUR PRICING

How fees are calculated

Endeavor Advisors works best with clients who have at least $500,000 in investable assets. For clients below this level, we may not be the right fit.

Our investment management fee is calculated as a percentage of the assets we manage and is debited directly from the account.

Our tiered fee schedule is as follows:

• 1.00% on the first $1,000,000
• 0.75% on assets between $1,000,000 and $5,000,000
• 0.50% on assets between $5,000,000 and $10,000,000

For assets above $10,000,000, fees are negotiable.

Our minimum financial planning fee is $5,000.

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

Our investment management fee is calculated as a percentage of the assets we manage and is debited directly from the account.

Our tiered fee schedule is as follows:

• 1.00% on the first $1,000,000
• 0.75% on assets between $1,000,000 and $5,000,000
• 0.50% on assets between $5,000,000 and $10,000,000

For assets above $10,000,000, fees are negotiable.

Our minimum financial planning fee is $5,000.

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

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INCLUSIONS

What You're Getting

Everything you need for financial peace of mind is included right here. Check out the full list of what comes with our tailored financial solutions. Want to get to know us better? Dive into our Client Relationship Overview PDF and discover how Endeavor goes the extra mile.

Download our Client Relationship Overview PDF

Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.

Dedicated CFP®

Working side by side you

Insurance?

All Figured Out

Investments?Stocks? Bonds?

Rock solid.

Buying A Home?

Just say when.

401k, IRAs, Stock options?

Expertly managed.

Credit Score?

Let's aim high.

Cash-flow?

Smooth and steady.

Tax Planning?

Say no more.

ADVISOR IMPACT

Quantifying the Value of Financial Planning Advice

Financial planning advice isn't just about guidance—it's about measurable impact. Here are the tangible benefits of expert financial planning, showcasing how informed strategies can lead to improved financial outcomes.

Download the chart in PDF Format